Retirement PlanningThe process of determining retirement income goals and what actions and decisions need to be made to help achieve those goals. Retirement planning needs to be done to prepare for life after paid work ends. A holistic approach to this planning should include financial as well as non-financial aspects, such as where to live, lifestyle choices, etc.Phases of Retirement Planning AccumulationPre-RetirementEarly RetirementMid-RetirementLate RetirementRetirement planning not only considers your goals but also which phase of the plan you are in. Review, discuss, implement changes is the on-going process needed to help ensure staying on track. Regardless of which phase you are in, whether you are on track or behind, we help you keep the commitment you made for yourself and the ones who matter most.Benefits of Retirement PlanningAvoiding major changes in lifestyleAdjustments of expenses or lifestyle are more easily doneTaking advantage of tax benefits on incomeConfidence in your investmentsOnce you have made it to retirement, has the plan accounted for changes in Health Care, Social Security, Stock Market Fluctuations or any other unexpected issues? As you can imagine, your plan is a living document that has and needs to change based on your goals and what the future will bring.At Innovative Financial Group – Atlanta, we are here to help you identify these “changes” and consistently monitor and review your accounts to help ensure you are prepared for any of these obstacles so that you can enjoy your retirement exactly how you imagined. Contact us today for a complimentary conversation and hear how our discovery process can help create your plan.Business StrategiesBusiness ContinuityBuy/Sell AgreementCross Purchase AgreementEntity PurchaseKey Person InsuranceSuccession Planning ServicesBusiness StrategiesGroup Benefits401KDeferred CompensationExecutive Benefit PackagesPersonal Insurance PlanningLife InsuranceLong-Term Care InsuranceDisability InsuranceSpecial Needs InsurancePersonal Financial PlanningInvestmentsRetirement PlanningCollege SavingsInnovative Financial Group – Atlanta 3520 Old Milton Parkway Alpharetta, GA 30005You Can Call Us Now: 678-338-4400 Have a Question Name Email Phone Question Thank you! Oops!